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Spare your heirs a long succession.
A Mexican will and up-to-date trust beneficiaries keep your property out of a slow court process. When a loss has already happened, we guide the family through it.
This is for you if
- i.You own property in Mexico and your will was made abroad
- ii.Your fideicomiso beneficiaries are outdated or missing
- iii.A family member passed away and owned property here
- iv.You want to plan who inherits and how
What’s included
- How inherited property is reported to the SAT
- What your heirs will pay if they later sell
- Tax effects of gifts during your lifetime
- Updating RFC and invoices for the new owners
- Mexican will before a notary
- Substitute beneficiaries in your fideicomiso
- Succession proceedings, with or without a will
- Transfer of the property to the heirs
Who works on your file
Daniel Eduardo Díaz Martínez
AI Taxes Solutions · TaxContador Público Titulado (licensed public accountant). 15+ years in tax, accounting and real estate; 50+ developments advised in the region.
Oscar Raúl González Gutiérrez
Solutia · LegalAttorney with a diploma in corporate and procedural law (UNIVA). 15 years as legal advisor to the State of Jalisco, specialized in trusts (fideicomisos) and protected areas.
Questions owners ask us
Q.Is my will from home valid in Mexico?
A.It may be recognized, but the process is slower and more expensive. A Mexican will for your Mexican assets is the simpler path for your family.
Q.What happens to my fideicomiso when I pass away?
A.If you named substitute beneficiaries, the bank transfers the rights to them with less paperwork. If not, a succession is needed. We review and update your trust.
Q.Do heirs pay income tax on an inheritance?
A.Inheritances are generally exempt from income tax in Mexico, but they must be reported correctly, and they affect the tax on a future sale. We explain your case.
Open your file. The first consultation is free.
Tell us a little about your property or your situation. We reply within one business day, in English.